Rainbow’s End – Helping clients find their money purpose

Brought to you by Fidelity.

A special production

Rainbow’s End – An adviser’s role in Australia’s intergenerational wealth transfer

Brought to you by Fidelity.

10 April 2024

Integrating Living Legacies: A Transformative Approach to Wealth Transfer Strategies Among Clients

The transfer of wealth between generations is an important topic for many older Australians, who are increasingly seeking guidance on how their assets should…

Simon Glazier
Head of Wholesale Sales at Fidelity International

31 January 2024

Strategies for engaging clients and their families in the wealth transfer journey

Australia is experiencing the biggest generational wealth transfer ever, with estimates that Australians aged 60 or over will be transferring an average of…

Simon Glazier
Head of Wholesale Sales at Fidelity International